401(k) · DOL Form 5500 · 2023
School Innovations & Achievement 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 67
- Participants Small participant base
Official DOL plan name: School Innovations & Achievement 401(k) Profit Sharing Plan · Sponsored by School Innovations & Achievement · California · Educational Services
N/A in assets, 67 participants
School Innovations & Achievement's School Innovations & Achievement 401(k) Profit Sharing Plan reported N/A in total assets and 67 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
School Innovations & Achievement 401(k) Profit Sharing Plan holds N/A for 67 participants.
- -$10M
- reported net income
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
School Innovations & Achievement 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. School Innovations & Achievement 401(k) Profit Sharing Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- School Innovations & Achievement 401(k) Profit Sharing Plan reported net income fell from -$2M in the plan year 2022 filing to -$10M in the plan year 2023 filing.
- School Innovations & Achievement 401(k) Profit Sharing Plan reported participants rose from 66 in the plan year 2022 filing to 67 in the plan year 2023 filing.
DOL schedule card
Filing strip 113677426 · School Innovations & Achievement PY 2023 · 401(k)
School Innovations & Achievement 401(k) Profit Sharing Plan · N/A · 67
- BOY N/A
- SCH 67
- EBSA PY 2023
- PART 401(k)
- TYPE near Southern Wealth Management 401(k) Plan
- NET -$10M
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in California →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$10M |
| Employer EIN | 113677426 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (School Innovations & Achievement)
Sponsor-wide plan assets over time
All School Innovations & Achievement plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $10M |
| 2023 | 1 | 67 | N/A |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
School Innovations & Achievement 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside California, the nearest 401(k) by covered participants is Southern Wealth Management 401(k) Plan in TX (67 participants; this filing: 67 participants).
Similar participant headcount
Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.
- Southern Wealth Management 401(k) Plan (TX) 67 · 0 off
- U.S. Sugar Co., LLC 401(k) Plan (NY) 67 · 0 off
- The Exchange Bank of Alabama Retirement Plan (AL) 67 · 0 off
- Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan (NJ) 67 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.